UiPath posts 12% ARR growth in 2027, fourth straight GAAP profit

UiPath (NYSE: PATH ) reported second-quarter financial results on Thursday.

The transcript from the company's second-quarter earnings call has been provided below.

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View the webcast at Summary UiPath Inc reported a strong second quarter with ARR growing 12% to $1.938 billion and revenue increasing 13% to $410 million, driven by a net new ARR of $37 million.

The company achieved a fourth consecutive quarter of GAAP profitability and expanded its non-GAAP operating margin to 22%, reflecting improved operational efficiency.

Strategic initiatives include a focus on AI integration, with 18 of the top 20 deals involving AI, and a shift towards use case-based selling and vertical solutions.

Leadership changes were announced, with Ashim Gupta focusing on his role as COO and Hitesh Ramani succeeding him as CFO, ensuring operational and financial continuity.

Future guidance includes third-quarter revenue expectations between $440 million and $445 million, and ARR between $1.992 billion and $1.997 billion, despite FX headwinds.

Full Transcript Megan, Conference Operator Good day, everyone.

My name is Megan, and I will be your conference operator today.

At this time I would like to welcome you to the UiPath Inc second quarter 2027 earnings conference call.

All lines have been placed on mute to prevent any background noise.

After the speakers' remarks, there will be a question-and-answer session.

If you would like to ask a question during this time and if you have joined via the webinar, please use the raised hand icon which can be found at the bottom of your webinar application.

If you have joined via the phone line, please dial star 5 to raise your hand.

In the interest of time, please limit yourself to one question and one follow-up today.

Please note that participants will be limited to that at this time.

I would like to turn the call over to Elise Ferlani, Vice President of Investor Relations.

Elise Ferlani, Vice President of Investor Relations Good afternoon and thank you for joining us today to review UiPath Inc's second quarter fiscal 2027 financial results, which we announced in our earnings press release issued after the close of the market today.

On the call with me are Daniel Dines, Founder and Chief Executive Officer, Ashim Gupta, Chief Operating Officer, and Hitesh Ramani, Chief Financial Officer, to deliver our prepared comments and answer questions.

Our earnings press release and financial supplemental materials are posted on the UiPath Inc investor relations website.

These materials include GAAP to non-GAAP reconciliations.

We will be discussing non-GAAP measures on today's call.

This afternoon's call includes forward-looking statements regarding our financial guidance for the third quarter and full fiscal year 2027 and our ability to drive and accelerate future growth and operational efficiency and grow our platform, product offerings, and market opportunity.

Actual results may differ materially from those expressed in the forward-looking statements due to many factors, and therefore, investors should not place undue reliance on these statements.

For a discussion of material risks and uncertainties that could affect our actual results, please refer to our Annual Report on Form 10-K for the year ended January 31, 2026, and our subsequent reports filed with the SEC.

Forward-looking statements made on this call reflect our views as of today, and we undertake no obligation to update them.

I would like to highlight that this webcast is being accompanied by slides.

We will post the slides and a copy of our prepared remarks to our investor relations website immediately following the conclusion of this call.

In addition, please note all comparisons are year over year unless otherwise indicated.

Now I'd like to turn the call over to Daniel.

Daniel Dines, CEO & Founder Thank you, Elise, and thank you for joining us.

We delivered another strong quarter with continued execution.

ARR grew 12%, non-GAAP operating margin expanded to 22%, and we delivered our fourth consecutive quarter of GAAP profitability.

Over the past two years we've been transforming UiPath Inc for the next phase of our growth.